Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| AXCELIS TECHNOLOGIES INC | 231,976 | reported | 09 May 2024 | tx 153+4,265,258−1,593,472 |
| Penguin Solutions, Inc. | 25,398 | reported | 06 Feb 2026 | tx 3+25,398 |
| ALLEGRO MICROSYSTEMS, INC. | 17,483 | reported | 07 Aug 2025 | tx 3+17,483 |
| NORDSON CORP | 16,835 | reported | 14 Jul 2023 | tx 64+48,075−70,243 |
| CIENA CORP | 11,477 | reported | 26 Mar 2026 | tx 4+11,477 |
| ENTEGRIS INC | 5,516 | reported | 06 May 2026 | tx 3+5,516 |
| APOGENT TECHNOLOGIES INC | 0 | reported | 02 Aug 2004 | tx 2+12,000−12,000 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 06 May 2026 | GRANT_AWARD | ENTEGRIS INC | 1,412 | 0.00 USD | |
| 26 Mar 2026 | GRANT_AWARD | CIENA CORP | 605 | 0.00 USD | |
| 06 Feb 2026 | GRANT_AWARD | Penguin Solutions, Inc. | 10,034 | 0.00 USD | |
| 07 Aug 2025 | GRANT_AWARD | ALLEGRO MICROSYSTEMS, INC. | 5,932 | 0.00 USD | |
| 23 Apr 2025 | GRANT_AWARD | ENTEGRIS INC | 2,897 | 0.00 USD | |
| 27 Mar 2025 | GRANT_AWARD | CIENA CORP | 3,738 | 0.00 USD | |
| 07 Feb 2025 | GRANT_AWARD | Penguin Solutions, Inc. | 8,397 | 0.00 USD | |
| 05 Sept 2024 | GRANT_AWARD | ENTEGRIS INC | 1,207 | 0.00 USD | |
| 08 Aug 2024 | GRANT_AWARD | ALLEGRO MICROSYSTEMS, INC. | 6,873 | 26.92 USD | |
| 09 May 2024 | TAX_WITHHOLDING | AXCELIS TECHNOLOGIES INC | 17,393 | 113.04 USD | |
| 21 Mar 2024 | GRANT_AWARD | CIENA CORP | 4,438 | 0.00 USD | |
| 28 Feb 2024 | TAX_WITHHOLDING | AXCELIS TECHNOLOGIES INC | 6,289 | — | |
| 28 Feb 2024 | TAX_WITHHOLDING | AXCELIS TECHNOLOGIES INC | 6,828 | — | |
| 18 Oct 2023 | GRANT_AWARD | ALLEGRO MICROSYSTEMS, INC. | 4,678 | 0.00 USD | |
| 01 Sept 2023 | GRANT_AWARD | CIENA CORP | 2,696 | 0.00 USD | |
| 17 Jul 2023 | GRANT_AWARD | Penguin Solutions, Inc. | 6,967 | 0.00 USD | |
| 14 Jul 2023 | SALE | NORDSON CORP | 2,099 | 245.92 USD | |
| 12 Jun 2023 | SALE | AXCELIS TECHNOLOGIES INC | 11,800 | 181.80 USD | |
| 07 Jun 2023 | SALE | AXCELIS TECHNOLOGIES INC | 21,701 | 173.58 USD | |
| 07 Jun 2023 | GIFT | AXCELIS TECHNOLOGIES INC | 4,127 | 0.00 USD | |
| 25 May 2023 | SALE | AXCELIS TECHNOLOGIES INC | 19,722 | 151.83 USD | |
| 18 May 2023 | GIFT | AXCELIS TECHNOLOGIES INC | 4,778 | 0.00 USD | |
| 16 May 2023 | TAX_WITHHOLDING | AXCELIS TECHNOLOGIES INC | 2,330 | 129.92 USD | |
| 17 May 2023 | TAX_WITHHOLDING | AXCELIS TECHNOLOGIES INC | 2,332 | 137.69 USD | |
| 18 May 2023 | SALE | AXCELIS TECHNOLOGIES INC | 8,578 | 141.52 USD |
4 purchases reported after at least 12 months of silence — most recent on 09 Nov 2015.